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The Multi-Family Office
2021-12-28 • 2 minute read

Over the last couple of weeks I’ve had many intense calls with very high-caliber teams about the concept of becoming a multi-family office (MFO). Part of entering the space to becoming an MFO is to approach it as a progression. It doesn’t have to be something you jump all-in, 100%. You can test the waters, and there are many benefits to that. One of them is on the merit of “growing down” to grow up-market.

On that point, with one of the teams I spoke with, we talked about the mindset…

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